Barnes & Noble Education
BNED
111 hedge funds and large institutions have $334M invested in Barnes & Noble Education in 2026 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 32 increasing their positions, 29 reducing their positions, and 9 closing their positions.
244% more first-time investments, than exits
New positions opened: 31 | Existing positions closed: 9
189% more call options, than puts
Call options by funds: $3.67M | Put options by funds: $1.27M
54% more capital invested
Capital invested by funds: $217M → $334M (+$118M)
23% more funds holding
Funds holding: 90 → 111 (+21)
10% more repeat investments, than reductions
Existing positions increased: 32 | Existing positions reduced: 29
5.96% more ownership
Funds ownership: 71.51% → 77.47% (+6%)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BAM
Ballast Asset Management
Dallas,
Texas
|
+$3.13M |
| 2 |
JP Morgan Chase
New York
|
+$3.13M |
| 3 |
American Century Companies
Kansas City,
Missouri
|
+$2.36M |
| 4 |
Jane Street
New York
|
+$2.3M |
| 5 |
GCP
GSA Capital Partners
London,
United Kingdom
|
+$1.71M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
-$2.25M |
| 2 |
Vanguard Capital Management
Malvern,
Pennsylvania
|
-$629K |
| 3 |
HF
HRT Financial
New York
|
-$604K |
| 4 |
KWM
Kanen Wealth Management
Coconut Creek,
Florida
|
-$466K |
| 5 |
WM
Windward Management
Miami Beach,
Florida
|
-$452K |
BNED Hedge Fund Activity: Q2 2026 in Review
111 of the 8,318 institutional investors tracked by Wall St. Rank reported a position in Barnes & Noble Education (BNED) for Q2 2026, worth a combined $334M — up 54% from $217M a quarter earlier.
Buyers outnumbered sellers: 31 funds opened new BNED positions and 9 closed out — a net gain of 22 holders — while 32 added to existing stakes and 29 trimmed.
The largest buyer was Ballast Asset Management, opening a new position worth an estimated $3.13M. The largest seller was Goldman Sachs, cutting an estimated $2.25M.
- 111 institutional investors held Barnes & Noble Education (BNED) as of Q2 2026, up from 90 in Q1 2026.
- Funds reported $334M of Barnes & Noble Education stock for Q2 2026, up 54% quarter-over-quarter.
- 31 funds opened new Barnes & Noble Education positions in Q2 2026 and 9 closed out, a net change of +22 holders.
- The largest Barnes & Noble Education buyer in Q2 2026 was Ballast Asset Management, an estimated $3.13M added.
- The largest Barnes & Noble Education seller in Q2 2026 was Goldman Sachs, an estimated $2.25M sold.
Based on aggregated 13F filings for Q2 2026.